Our Team

Experienced and dedicated team of highly credentialed professionals

Joseph Guerrisi, CFA
Joseph Guerrisi, CFA
President and CEO

Our long tenured employee base has experience in providing private and highly personalized services. These services include asset management, tax and legal coordination, estate planning and foundation management, and private banking. Our dedicated team of professionals will provide you with tailored solutions to meet your financial objectives.

Integrity is a core value of our firm. We promote a high moral standard in all of our actions and require SAMT employees to act in acordance with the CFA Institute Code of Ethics.

Investments & Wealth Management

Sean Breckenridge, CFA
Sean Breckenridge, CFA
Sr. VP of Investments
Emily Ernest, CFA
Emily Ernest, CFA
VP of Investments
Kevin Ortenzio
Kevin Ortenzio
VP Relationship Manager
Nathan Friedman
Nathan Friedman
Investment Operations Analyst

Trust Administration

Jennifer Bowen, CTFA
Jennifer Bowen, CTFA
Director of Trust Administration
Brittany Grigg
Brittany Grigg
Sr. Client Services Associate
Christina Takach
Christina Takach
Client Services Support Specialist
Sharon Anderson
Sharon Anderson
Administrative Assistant

Financial Operations

Robert Nause
Robert Nause
Treasurer and Secretary
Claire Goshorn
Claire Goshorn
Account Operations Manager
Cierra Leathery
Cierra Leathery
Account Operations Associate
Trisha Dauenbaugh
Trisha Dauenbaugh
Account Operations Administrative Assistant

Portfolio Operations

Briana Bailets
Briana Bailets
Sr. Portfolio Accountant
Kimberly Nagle
Kimberly Nagle
Accounting Associate